We will not provide advice on products that are not on JC Consulting’s Approved Products list. No representative of JC Consulting has authority to advise on products outside of the approved list.

We will not ask you to sign any blank documents.

Yes. You may specify how you would like to give us instructions. For example, telephone, fax or other.

Yes. You have the right to know about details of commissions and other benefits your adviser can receive for recommending investments. We will provide this to you when we make specific recommendations.

We will explain and document to you the risk return principles associated with investments and strategies, which we recommend to you. You should ask us to clarify any risks that are not clear to you.

We maintain written records of your personal profile which includes details of your investment objective, financial situation and needs. We also maintain records of any recommendations made to you and discussions of significance we may have with you.

If you wish to examine your file, feel free to ask and we will make arrangements for you to do so.